Firmao + Redtail CRM

Firmao + Redtail CRM integrations

Update Firmao customers when Redtail CRM contacts are updated

Effortlessly maintain up-to-date customer information with this streamlined workflow that connects Redtail CRM and Firmao. When a contact is updated in Redtail CRM, this automation ensures the corresponding customer in Firmao is instantly updated, maintaining accuracy and consistency across platforms. Say goodbye to manual data entry and stay organized with this efficient solution.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create CompanyCreates a Company in Firmao.
ActionWrite

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More things you can do with Redtail CRM and Firmao

Discover other triggers and actions you can use with Redtail CRM and Firmao

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Run trigger when updated
- Has Google Click Identifier (GCLID)
Trigger
Polling
Try It
- Run trigger when updated
Trigger
Polling
Try It
- Customer Name
  Required
- Customer Email
- Customer Phone
- Customer City
- Customer Country
- Customer Post Code
- Customer Street
- Acquisition Method
- Customer status
- Customer Type
- Customer Group
- Description
Action
Write
- Task name
  Required
- Task priority
  Required
- Task status
  Required
- Description
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Is transaction paid
- Connected customer has Google Click Identifier (GCLID)
- Run trigger when updated
Trigger
Polling
Try It
- Run trigger when updated
Trigger
Polling
Try It
- Run trigger when updated
Trigger
Polling
Try It
- Name
  Required
- Currency
  Required
- Sales Opportunity Value
- Wsparcie sprzedaży
Action
Write

About Firmao

CRM and ERP software for your business to manage customers and tasks.

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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